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Making financial futures soar

International financial planning services for people living in the UK, Australia and overseas.

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With you every step of the way…

When you’re living overseas, made a new country your home, or you’re considering a move, a reassuring hand can make all the difference. We’re an award-winning Chartered financial planning firm with offices in London, Perth, Sydney and Melbourne, specialising in helping UK and Australian residents find financial clarity.

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Are you…

Moving between the UK and Australia?
Already living in Australia?
Already living in the UK?
Already living overseas?
A fellow professional?
Looking to transfer your UK pension to Australia?
Looking to access your Australian super from the UK?

Our team, with you on your journey…

With offices in the UK and multiple locations across Australia, we’re best placed to help people at all stages of their journey. Our specialist knowledge of the unique jurisdictions combined with our experienced teams means you’ll always have someone by your side.

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Simon Harvey

Group Managing Director

Khan McSween

Financial Planning Director (UK)

Kylie Watterson-Stocker

Financial Planning Director (Australia)

Ané Lindenbaum

HR Business Partner

Matthew Kapourta

Group Financial Controller

Nick Bond

Senior Financial Planner

Tony Dimitrovski

Senior Financial Planner

John Vailes

Senior Financial Planner

Daniel Ash-Wentworth

Financial Planner

Louise Duncan

Financial Planner (UK)

Paul Lawson-Tyers

Financial Planner (UK)

Josh Scott

Financial Planner (UK)

Andrew Oakley

Financial Planner

Gemma Spinks

Financial Planner

Rebecca Watson

Financial Planner

John Harrower

Financial Services Client Experience Lead

Nick Anderson

Pension Transfer Specialist

Steph Mills

Pension Transfer Specialist

Cameron Allnutt

Paraplanning Manager

Jordan Yardley

Paraplanning Manager

Peter Bond

Associate Financial Planner

Kevin Chandler

Associate Financial Planner

Brody Elliott

Senior Paraplanner

Charlotte Evrard

Senior Paraplanner

Jeanri Coetzer

Paraplanner

Jack Hart

Paraplanner

Natalie Healy

Paraplanner

Jessica Meehan

Paraplanner

Natasha Mackintosh

Business Operations Analyst

Danielle Jackson

Marketing Manager

Melissa Spill

Client Manager

Mariah Perry

Client Service Officer

Elizabeth Owen

Operations Coordinator

Lino Amponsah

Accounts Assistant

Amit Patel

SMSF Assistant Accountant

Larissa Kelly

SMSF Administrator

Jamie Black

Client Administrator

Sophie Coombes

Client Administrator

Mikayla Harrower

Client Administrator

Katie Jimenez

Client Administrator

Sophie Luo

Client Administrator

Aryan Pishan

Client Administrator

Joel Sharman

Client Administrator

Lauren Watts

Client Administrator

How we’ve helped others on their journey…

Jim & Vicky Jamieson

"Moving from the UK to Australia"

Sarah-Jane Butfield

"Returning to the UK after living in Australia"

Ellen Lewis

"Moving from Australia to the UK"

Paul Coates

"Moving from the UK to Australia"

Tara & Bryan Nixon

"Moving to the UK from overseas"

Keeping you informed

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The salary sacrifice pension cap essentials business owners need to know

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Gifting to reduce an Inheritance Tax bill? Here are 5 things to check first

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Why retirement has a language problem and how to change the narrative

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The importance of value and wellbeing when making financial decisions

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The pros and cons of downsizing your property

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26/01/26

If you’re planning to move to Australia in 2026, you need to know about QROPS

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23/01/26

7 great pieces of investment advice from Warren Buffett

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23/01/26

What the ISA changes announced in the UK 2025 Budget could mean for you, and how to plan for them

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    Email us +44 1372 724 249

      bdhSterling Ltd is Authorised & Regulated by the Financial Conduct Authority Registration | FCA Registration Number: 499460 | Company Number: 06849498. The Financial Conduct Authority does not regulate Tax or Estate Planning.

      bdhSterling AFSL Pty Ltd is authorised and regulated by the Australian Securities and Investment Commission (ASIC) and holds an Australian Financial Service License (AFSL) Number: 222266. Australian Business Number (ABN) 17 054 918 295.

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      Looking to transfer your UK pension to Australia?

      It’s important to get expert advice to help you make the right decisions about your pension.

      We’re here to help you.

      We’re widely recognised as the leading specialists in UK pension transfer to Australia. As a dual licensed financial planning firm, proudly holding the prestigious Chartered Status in the UK, we are uniquely positioned to provide advice that encompasses both countries.

      Book your FREE initial consultation today, to learn how we can help you thrive in your new life.

      Book my free consultation

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